User Manual | CFP PORTAL

User Manual on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.

Pages

Dashboard Landing
Login — Login on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Register — Register on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Forgot Password — Forgot Password on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Reset Password — Reset Password on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Develop Page — Develop on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Quote Builder — Quote Builder on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Feature Flows — Feature Flows on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
AI Insights — AIInsights on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Tasks — Tasks on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Notes — Notes on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile App — Mobile App on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Shifts — mobile/Mobile Shifts on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Workers — mobile/Mobile Workers on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Tasks — mobile/Mobile Tasks on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Notes — mobile/Mobile Notes on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Incidents — mobile/Mobile Incidents on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Add Shift — mobile/Mobile Add Shift on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Add Incident — mobile/Mobile Add Incident on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Add Note — mobile/Mobile Add Note on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Add Task — mobile/Mobile Add Task on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Mobile Agent — mobile/Mobile Agent on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
My Participants — My Participants on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Dashboard — Worker Dashboard on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
My Plan — My Plan on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
People Overview — People Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Workers — Workers on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Chat Directory — Worker Chat Directory on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Performance Analytics — Worker Performance Analytics on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Organization Chart — Organization Chart on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Archived Participants — Archived Participants on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Google View — Participant Google View on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Smart Matching — Smart Matching on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Archived Workers — Archived Workers on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Profile — Worker Profile on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Onboarding Dashboard — Onboarding Dashboard on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Onboarding — Worker Onboarding on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Onboarding — Participant Onboarding on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participants — Participants on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Communications Overview — Communications Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Internal Chat — Internal Chat on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Notifications Dashboard — Notifications Dashboard on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Email Management — Email Management on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Sms Communications — Sms Communications on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Call Communications — Call Communications on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Bulk Communications — Bulk Communications on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Bulk Email — Bulk Email on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Agreements Workflows Overview — Agreements Workflows Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Agreements Overview — Agreements Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Agreements — Agreements on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Workflows Overview — Workflows Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Templates — Templates on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Incident Reports — Incident Reports on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Shifts — Shifts on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Compliance Alerts — Compliance Alerts on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Rostering Overview — Rostering Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Rostering — Rostering on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Booked Shifts — Booked Shifts on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Shift Approvals — Shift Approvals on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Shift Analytics — Shift Analytics on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Rostering Smart Matching — Rostering Smart Matching on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Trip Logger — Trip Logger on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Appointments — Appointments on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Medications — Medications on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Change Requests — Change Requests on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Audit Logs — Audit Logs on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Finance Overview — finance/Finance Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Xero Invoices — finance/Xero Invoices on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Xero Integration — finance/Xero Integration on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Ndis Invoices — finance/Ndis Invoices on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Pdf Invoices — finance/Pdf Invoices on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Myob Invoices — finance/Myob Invoices on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Auto Generated Invoices — finance/Auto Generated Invoices on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Finance Reconciliation — finance/Finance Reconciliation on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Auto Bank Reconciliation — finance/Bank Statement Upload on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Bank Reconciliation List — finance/Bank Reconciliation List on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Refunds — finance/Refunds on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Invoice Status Tracking — finance/Invoice Payment Tracking on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Invoice Approval Queue — Invoice Approval Queue on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Invoice Templates — finance/Invoice Templates on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Invoice Disputes — finance/Invoice Disputes on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Ndis Reconciliation — finance/Ndis Reconciliation on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
ABA Payments — finance/ABAPayments on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Budget Vs Actual Report — Budget Vs Actual Report on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Advanced Reports — Advanced Reports on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Work Completed Entries — Work Completed Entries on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Financial Summary — Financial Summary on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Payment Summaries — Worker Payment Summaries on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Bank Reconciliation Dashboard — Bank Reconciliation Dashboard on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Reports Overview — Reports Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Operational Reports — Operational Reports on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Reference Overview — Reference Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Ndis Price Guide — Ndis Price Guide on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Compliance Expiry Dashboard — Compliance Expiry Dashboard on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
User Manual — User Manual on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Role Descriptions — Role Descriptions on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Admin Overview — Admin Overview on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Control Panel — Control Panel on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Control Panel — admin/Participant Control Panel on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Permissions — Worker Permissions on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Google Workspace Provisioning — Google Workspace Provisioning on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Tenant Management — Tenant Management on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Licensees — Licensees on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Invoice Design Studio — admin/Invoice Design Studio on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Security Recommendations — admin/Security Recommendations on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Settings — Settings on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Webhooks — Webhooks on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
My Profile — My Profile on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Self Profile Page — Worker Self Profile Page on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Letter Of Offer — Letter Of Offer on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Work Completed Settings — Worker Work Completed Settings on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Licensing Agreement — Licensing Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Subcontracting Agreement — Subcontracting Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Franchisee Agreement — Franchisee Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Fee Disclosure Statement — Fee Disclosure Statement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Service Level Agreement — Service Level Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Referral Partnership Agreement — Referral Partnership Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Consultant Agreement — Consultant Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Fixed Term Employment — Fixed Term Employment on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Welcome Letter — Participant Welcome Letter on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Support Plan Summary — Support Plan Summary on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Accommodation Service Agreement — Accommodation Service Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Allied Health Practitioner Agreement — Allied Health Practitioner Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Support Coordination Partnership — Support Coordination Partnership on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Behaviour Support Practitioner Agreement — Behaviour Support Practitioner Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Vendor Supplier Agreement — Vendor Supplier Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Data Sharing Agreement — Data Sharing Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Volunteer Agreement — Volunteer Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Worker Code Of Conduct — Worker Code Of Conduct on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Traineeship Agreement — Traineeship Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Shift Confirmation Letter — Shift Confirmation Letter on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Consent Form Information Sharing — Consent Form Information Sharing on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Vehicle Travel Log — Vehicle Travel Log on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Medication Administration Record — Medication Administration Record on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Equipment Hire Agreement — Equipment Hire Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Memorandum Of Understanding — Memorandum Of Understanding on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Senior Management Contract — Senior Management Contract on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Work From Home Agreement — Work From Home Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Host Provider Agreement — Host Provider Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Termination Separation Agreement — Termination Separation Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Transition Exit Letter — Transition Exit Letter on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Partner Network Onboarding Checklist — Partner Network Onboarding Checklist on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Employee Letter Of Offer — Employee Letter Of Offer on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Position Description Support Worker — Position Description Support Worker on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Performance Improvement Plan — Performance Improvement Plan on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Show Cause Letter — Show Cause Letter on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Warning Letter — Warning Letter on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
NDIS Change Of Details Form — NDISChange Of Details Form on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Workflow Wizard — Workflow Wizard on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Create Service Agreement — Create Service Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
System Setup — setup/System Setup on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Owner Dashboard — participant owner/Participant Owner Dashboard on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Owner Workers — participant owner/Participant Owner Workers on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Owner Shifts — participant owner/Participant Owner Shifts on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Owner Approvals — participant owner/Participant Owner Approvals on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Owner Invoices — participant owner/Participant Owner Invoices on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Owner Profile — participant owner/Participant Owner Profile on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Owner Manual — participant owner/Participant Owner Manual on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Owner Manual Public — Participant Owner Manual Public on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Public Provider Builder — public/Public Provider Builder on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Public Provider Inquiry — public/Public Provider Inquiry on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Base Plan Builder — onboarding/Base Plan Builder on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Inquiry Form — onboarding/Inquiry Form on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Inquiry Form — onboarding/Participant Inquiry Form on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Hub Builder — onboarding/Participant Hub Builder on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Hub Intro — onboarding/Participant Hub Intro on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Participant Portal — Participant Portal on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Shift Invite Response — Shift Invite Response on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Sign Agreement — Sign Agreement on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.
Agreement Renewal — Agreement Renewal on CFP PORTAL. An intelligent NDIS management and compliance portal for Care For People Pty Ltd.